Professional Connections

Working with trusted partners

At Cotswold, we work closely with solicitors and accountants to provide expert advice in our respective areas.  We find a close relationship works really well and work jointly on cases involving complex financial matters. The specialist knowledge within our team includes trusts, corporate financial planning, and pension transfers. We use cash flow modeling with clients, which is particularly effective for matrimonial cases and business acquisitions.

We have team members who advise on Small Self-administered Schemes (SSAS) and Self- Invested Pension Schemes (SIPP) and have decades of experience working with Company Directors and their families.  We also have independent mortgage advisers and an auto-enrolment specialist in the team.

We are aware of the similarly high level of expertise required within other professions, such as accountancy and legal services, to fulfill their clients’ needs. There are potential useful synergies between the three professions concerned with financial, tax and legal advice, although these have traditionally been separate practices.

"Just continue with such good information professionally given. Matthew's advice was very clear and helpful for someone who had no clue what to do, it was very professional advice"

John Smith

"Just continue with such good information professionally given. Matthew's advice was very clear and helpful for someone who had no clue what to do, it was very professional advice"

John Smith

"Just continue with such good information professionally given. Matthew's advice was very clear and helpful for someone who had no clue what to do, it was very professional advice"

John Smith

In common with us in the financial sector, solicitors and accountants are obliged to adhere to a certain set of industry standards and qualifications within their field. They are subject to codes of conduct and are answerable to professional bodies and regulators and we therefore understand and respect each other’s working constraints and methods.

Additionally, the nature of our work often presents overlaps. The clients we work with as independent financial advisers may need to harness the knowledge and guidance of a law firm – perhaps to deal with matters involving estates, trusts and wills. Working with business owners, accountancy advice can outline the options available to a client and we can tie in the implications to their personal financial plans.

In short, by bringing together our expertise we can provide clients with pooled expert knowledge so they can be confident of the options presented to them and understand their implications.

We are interested in exploring the possibilities of forging mutually beneficial professional connections. We believe that formalising links and working together more closely could provide each other’s clients with a useful integrated source of advice, and at the same time build greater commercial resilience for the constituent professionals.  

We are happy to work on site at your office locations and reciprocate this arrangement depending on how we work together.

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